Skip to main content

About your Search

20130124
20130201
SHOW
STATION
CNBC 6
LANGUAGE
Search Results 0 to 5 of about 6
CNBC
Jan 28, 2013 6:00am EST
environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the past, this isn't now. i think all the sentiments this week we have them from every country i think except japan business sentiment surveys coming out. that's a much more forward looking indicator. we're going to be watching that and housing. those are going to drive things as well as talking about earnings. we have 20% of the week. that's going to be a lot -- >> -- of the earnings season. now is when stocks usually begin to slide after a 4% rally in the two weeks before and al alcoa we could be hitting a rough patch as well. >> you've got a big lump money and you're like -- >> you're -- >> yeah, exactly. >> crazy like a fox. yeah. >> the minute we get 5% y
CNBC
Jan 24, 2013 6:00am EST
. a portfolio that does well in different environments. so much of the driver of many asset class returns is based on how events actually transpire relative to expectations. so there's a certain discounted growth rate in equities. there's a certain discounted growth rate, certain assets. you can look at what's priced in. and then what happens is, you need to have environments a quarter of your portfolio, in assets that do well, when growth is faster than expected. or, a quarter when it's slower than expected. a quarter when inflation is higher than expected and a quarter when inflation is lower than expected. so you need to create a good structured portfolio, then you can make your bets. but this is a whole conversation on how to invest. >> here's a question just about bets. you know, you're making the argument, and explaining the need to have a diversified portfolio. but most people have diversified portfolio follow the market. meaning, whatever the s&p 500 is ultimately you're going to be up or down, somewhere around there. you, and some of your peers consistently outperform the market.
CNBC
Jan 25, 2013 6:00am EST
to the broader manage crow environment, much more -- >> like what? >> the commodity environment we saw the last few years. certainly a better environment from a foreign exchange standpoint. multinational company earning profits. >> forex. and europe is better? >> europe, northern europe is pretty good. southern europe is still a challenge, because your previous guest would indicate. >> all right. you don't sell a lot of soap in certain countries over there. no, i'm kidding! i don't mean to -- i don't mean, you know, deodorant in one country in particular. let me think, anything else, jon, china? how's asia? >> asia is good. china is good. we grew high single digits in china. we expect that to accelerate as the year progresses. so generally our developing market business is very healthy. we grew 7% overall. 11% in the brick markets. over 20% in brazil and india. so that continues to be where a disproportionate amount of growth is coming. at the same time we're strengthening our develop market business which is starting to accelerate a little bit. >> thanks, john. hope to see you again next quart
CNBC
Jan 29, 2013 6:00am EST
% per year. all right? so higher rate environments don't necessarily mean, or not mutually exclusive of positive and constructive equity market returns. >> charles, i want to ask barry the same question after i ask you, but i would -- give me a number on where you think it would hurt? because i could see, i could see all the way up to 4.5% being construed as a positive. which is still such a low historical number for a ten-year, for whatever, i could see where that would help savers, it would help, you know, the return on some pension plans, and it would indicate economic growth much better than we have right now. it's something that japan wishes they had for the past 20 years, because it would at least indicate some economic activity. i can't even imagine it would be a headwind all the way up to 4.5% or 5% for equities. i don't know about the mortgage market. what do you think, charles? >> it's not just the absolute level, joe. >> but years from now, two, three years. we're going to get back there eventually, right? >> eventually i think we will. and i think if the path is a control
CNBC
Jan 30, 2013 6:00am EST
interest rate environment -- i don't think we're done with it yet. i don't know how high the ten year will go. it touched 2%. can it go to 2.25? i don't know. i think that the low interest rate environment is not over for the long end of the market. i think that there's a possibility that we haven't even seen the low on the ten-year yield. you know -- >> what? >> a lot of stuff has to happen for that. >> nothing good. >> well, probably nothing good. no. i think we are reacting, you know, part of the -- one of the reasons that the market started it come down over the last few weeks was an interpretation of the minutes from the latest fed meeting that were taken as somewhat hawkish which i think was just a matter of a misinterpretation of the fed rather than the fed being hawkish. the fed in december did the most accommodative thing they have ever done. you know, they told us they'll be buying for some amount of time, $85 billion securities every month. and take the -- the balance sheet from the $2.9 trillion that it ended the year at, up, you know, annualized rate of an additional tril
CNBC
Jan 31, 2013 6:00am EST
put that point together with a weak market environment in europe, that does mean margin pinches in europe. and europe, therefore, will be in our view a drag for some years to come. even with a lower oil price than the one you just mentioned. the big positive news about that is the oil and gas arbitrage. the difference between gas prices in the united states and oil price in the rest of the world, for that matter. that arbitrage is as high as it's ever been. that's advantage dow, and we're betting against that advantage by putting $4 billion into texas and louisiana to build against that arbitrage sustaining itself. >> where -- are you hiring, andrew, in the united states? we've got a jobs report out tomorrow and you mentioned that politics has slowed down the hiring for a lot of ceos. >> well, what we're doing is to manage our way through these rocky waters, more than ever we're portfolio managing so we're putting money where there is growth and good returns on capital, like plastics, like the hydro carbons point we just made, like agro sciences. they're we're hiring. on the bus
Search Results 0 to 5 of about 6